Invoice summary improvements
This commit is contained in:
Deon George
parent
337beee7bf
commit
444f2cf52d
114
app/User.php
114
app/User.php
@ -6,15 +6,16 @@ use Illuminate\Notifications\Notifiable;
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use Illuminate\Foundation\Auth\User as Authenticatable;
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use Illuminate\Support\Collection;
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use Illuminate\Database\Eloquent\Collection as DatabaseCollection;
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use Illuminate\Support\Facades\DB;
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use Laravel\Passport\HasApiTokens;
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use Leenooks\Carbon;
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use Leenooks\Traits\UserSwitch;
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use App\Notifications\ResetPassword as ResetPasswordNotification;
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use App\Models\Site;
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use App\Models\Service;
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use Spinen\QuickBooks\HasQuickBooksToken;
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use App\Notifications\ResetPassword as ResetPasswordNotification;
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use App\Models\{Invoice,Payment,Site,Service};
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class User extends Authenticatable
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{
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use HasApiTokens,Notifiable,UserSwitch,HasQuickBooksToken;
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@ -506,6 +507,113 @@ class User extends Authenticatable
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return $result;
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}
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/**
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* Return an SQL query that will return a list of invoices
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*
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* @return \Illuminate\Database\Query\Builder
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*/
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private function query_invoice_items()
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{
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return DB::table('ab_invoice_item')
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->select([
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'invoice_id',
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DB::raw('ab_invoice_item.id AS invoice_item_id'),
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DB::raw('IFNULL(ab_invoice_item.discount_amt,0) AS discount'),
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DB::raw('ROUND(CAST(quantity*price_base AS decimal(8,2)),2) AS base'),
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DB::raw('ROUND(ab_invoice_item_tax.amount,2) AS tax'),
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])
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->join('ab_invoice_item_tax',['ab_invoice_item_tax.invoice_item_id'=>'ab_invoice_item.id'])
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->where('active',TRUE);
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}
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/**
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* Return an SQL query that will return payment summaries by invoices.
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*
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* @return \Illuminate\Database\Query\Builder
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*/
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private function query_payment_items()
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{
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return DB::table('ab_payment_item')
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->select([
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'payment_id',
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'invoice_id',
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DB::raw('SUM(alloc_amt) AS allocate'),
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])
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->where('alloc_amt','>',0)
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->groupBy(['invoice_id','payment_id']);
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}
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/**
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* Return an SQL query that will summarise invoices with payments
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*
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* @return \Illuminate\Database\Query\Builder
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*/
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public function query_invoice_summary()
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{
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$invoices = (new Invoice)
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->select([
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'invoice_id',
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DB::raw('SUM(discount) AS discount'),
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DB::raw('SUM(base) AS base'),
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DB::raw('SUM(tax) AS tax'),
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DB::raw('ROUND(SUM(base)+SUM(tax)-SUM(discount),2) AS total'),
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DB::raw('false AS payments'),
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DB::raw('false AS payment_fees'),
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])
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->from($this->query_invoice_items(),'II')
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->join('ab_invoice',['ab_invoice.id'=>'II.invoice_id'])
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->whereIN('account_id',$this->all_accounts()->pluck('id')->unique()->toArray())
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->where('ab_invoice.active',TRUE)
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->groupBy(['invoice_id']);
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$payments = (new Payment)
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->select([
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'invoice_id',
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DB::raw('false AS discount'),
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DB::raw('false AS base'),
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DB::raw('false AS tax'),
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DB::raw('false AS total'),
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DB::raw('SUM(allocate) AS payments'),
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DB::raw('SUM(fees_amt) AS payment_fees'),
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])
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->from($this->query_payment_items(),'PI')
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->join('ab_payment',['ab_payment.id'=>'PI.payment_id'])
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->whereIN('account_id',$this->all_accounts()->pluck('id')->unique()->toArray())
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//->where('ab_payment.active',TRUE) // @todo To implement
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->groupBy(['invoice_id']);
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$summary = (new Invoice)
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->select([
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'invoice_id',
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DB::raw('SUM(discount) AS discount'),
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DB::raw('SUM(base) AS invoice_base'),
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DB::raw('SUM(tax) AS invoice_tax'),
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DB::raw('SUM(total) AS invoice_total'),
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DB::raw('SUM(payments) AS payments'),
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DB::raw('SUM(payment_fees) AS payment_fees'),
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])
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->from($invoices->unionAll($payments),'invoices')
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->groupBy(['invoice_id']);
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return (new Invoice)
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->select([
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'account_id',
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'id',
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'due_date',
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'date_orig',
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'discount',
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'invoice_base',
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'invoice_tax',
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'invoice_total',
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'payments',
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'payment_fees',
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DB::raw('ROUND(invoice_total-payments,2) AS balance'),
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])
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->join('ab_invoice',['ab_invoice.id'=>'invoice_id'])
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->from($summary,'summary');
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}
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public function role()
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{
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// If I have agents and no parent, I am the wholesaler
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@ -1,65 +0,0 @@
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<div class="card card-dark card-outline">
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<div class="card-header">
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<h4 class="card-title">Invoices Due</h4>
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</div>
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<div class="card-body">
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@if ($o->invoices_due->count())
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<table class="table table-striped table-hover" id="invoices" style="width: 100%;">
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<thead>
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<tr>
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<th>Invoice</th>
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<th>Total</th>
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<th>Due</th>
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<th>Date Date</th>
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</tr>
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</thead>
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<tfoot>
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<tr>
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<th>Count {{ $o->invoices_due->count() }}</th>
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{{-- @todo Number format should configured by currency --}}
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<th class="right">{{ number_format($o->invoices_due->sum('total'),2) }}</th>
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<th class="right">{{ number_format($o->invoices_due->sum('due'),2) }}</th>
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<th> </th>
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</tr>
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</tfoot>
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</table>
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@else
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<p>No invoices due</p>
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@endif
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</div>
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</div>
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@section('page-scripts')
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@css('//cdn.datatables.net/1.10.19/css/jquery.dataTables.min.css','jq-dt-css','jquery')
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@js('//cdn.datatables.net/1.10.19/js/jquery.dataTables.min.js','jq-dt-js','jquery')
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@css('//cdn.datatables.net/responsive/2.2.1/css/responsive.dataTables.min.css','dt-responsive-css','jq-dt-css')
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@js('//cdn.datatables.net/responsive/2.2.1/js/dataTables.responsive.min.js','dt-responsive-js','jq-dt-js')
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@css('/plugin/dataTables/dataTables.bootstrap4.css','dt-bootstrap4-css','jq-dt-css')
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@js('/plugin/dataTables/dataTables.bootstrap4.js','dt-bootstrap4-js','jq-dt-js')
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<script type="text/javascript">
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$(document).ready(function() {
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$('#invoices').DataTable( {
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responsive: true,
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ajax: {
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url: "/api/u/invoices/{{ $o->id }}"
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},
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columns: [
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{ data: "invoice_id_url" },
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{ data: "total" },
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{ data: "due" },
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{ data: "date_due" }
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],
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language: {
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emptyTable: "No Invoices Due"
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},
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order: [3, 'asc']
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});
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$('#invoices tbody').on('click','tr', function () {
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$(this).toggleClass('selected');
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});
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});
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</script>
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@append
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@ -38,7 +38,24 @@
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</div>
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<div class="col-5">
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@include('common.invoice.widget.due')
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<!-- Show outstanding invoices -->
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<div class="card card-warning card-outline">
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<div class="card-header">
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<h4 class="card-title">Outstanding Invoices</h4>
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<div class="card-tools">
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<button type="button" class="btn btn-tool" data-widget="collapse"><i class="fas fa-minus"></i></button>
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</div>
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</div>
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<div class="card-body">
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@include('widgets.invoice',[
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'o'=>$o->query_invoice_summary()->whereIN('account_id',$o->accounts()->pluck('id')->toArray())->having('balance','>',0),
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'widget_invoice_name'=>'widget-invoice-outstanding'
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])
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</div>
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</div>
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@include('common.payment.widget.history')
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</div>
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</div>
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@ -52,9 +69,27 @@
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<div class="col-8">
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@include('r.service.widget.movement')
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</div>
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<!-- Show outstanding invoices -->
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<div class="card card-warning card-outline">
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<div class="card-header">
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<h4 class="card-title">Outstanding Invoices</h4>
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<div class="card-tools">
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<button type="button" class="btn btn-tool" data-widget="collapse"><i class="fas fa-minus"></i></button>
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</div>
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</div>
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<div class="card-body">
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@include('widgets.invoice',[
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'o'=>$o->query_invoice_summary()->having('balance','>',0),
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'widget_invoice_name'=>'widget-invoice-outstanding-client'
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])
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</div>
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</div>
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</div>
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{{--
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<div class="col-xs-6">
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@include('r.agents')
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</div>
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@ -39,8 +39,42 @@
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</div>
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<div class="col-5">
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@include('common.invoice.widget.due')
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@include('common.invoice.widget.history')
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<!-- Show outstanding invoices -->
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<div class="card card-warning card-outline">
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<div class="card-header">
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<h4 class="card-title">Outstanding Invoices</h4>
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<div class="card-tools">
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<button type="button" class="btn btn-tool" data-widget="collapse"><i class="fas fa-minus"></i></button>
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</div>
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</div>
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<div class="card-body">
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@include('widgets.invoice',[
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'o'=>$o->query_invoice_summary()->whereIN('account_id',$o->accounts()->pluck('id')->toArray())->having('balance','>',0),
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'widget_invoice_name'=>'widget-invoice'
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])
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</div>
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</div>
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<!-- Show last 10 invoices -->
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<div class="card card-warning card-outline">
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<div class="card-header">
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<h4 class="card-title">Invoices - Last 12 Months</h4>
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<div class="card-tools">
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<button type="button" class="btn btn-tool" data-widget="collapse"><i class="fas fa-minus"></i></button>
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</div>
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</div>
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<div class="card-body">
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@include('widgets.invoice',[
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'o'=>$o->query_invoice_summary()->whereIN('account_id',$o->accounts()->pluck('id')->toArray())->where('due_date','>',now()->subYear()->timestamp),
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'widget_invoice_name'=>'widget-invoice-last'
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])
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</div>
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</div>
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@include('common.payment.widget.history')
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</div>
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</div>
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@ -0,0 +1,52 @@
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@if(($x=$o->get())->count())
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<table class="table table-bordered w-100" id="{{ $widget_invoice_name ?? 'widget-invoice'}}">
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<thead>
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<tr>
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<th class="text-right">#</th>
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<th class="text-right">Issued</th>
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<th class="text-right">Due</th>
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<th class="text-right">Total</th>
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<th class="text-right">Payments</th>
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<th class="text-right">Outstanding</th>
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</tr>
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</thead>
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<tbody>
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@foreach ($x as $oo)
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<tr>
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<td class="text-right"><a href="{{ url('u/invoice',$oo->id) }}">{{ $oo->id }}</a></td>
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<td class="text-right">{{ $oo->date_orig->format('Y-m-d') }}</td>
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<td class="text-right">{{ $oo->due_date->format('Y-m-d') }}</td>
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<td class="text-right">${{ number_format($oo->invoice_total,2) }}</td>
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<td class="text-right">${{ number_format($oo->payments,2) }}</td>
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<td class="text-right">${{ number_format($oo->balance,2) }}</td>
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</tr>
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@endforeach
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</tbody>
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</table>
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@section('page-scripts')
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@css('//cdn.datatables.net/1.10.19/css/jquery.dataTables.min.css','jq-dt-css','jquery')
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@js('//cdn.datatables.net/1.10.19/js/jquery.dataTables.min.js','jq-dt-js','jquery')
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@css('//cdn.datatables.net/responsive/2.2.1/css/responsive.dataTables.min.css','jq-dt-r-css','jq-dt-css')
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@js('//cdn.datatables.net/responsive/2.2.1/js/dataTables.responsive.min.js','jq-dt-r-js','jq-dt-js')
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@css('/plugin/dataTables/dataTables.bootstrap4.css','dt-bootstrap4-css','jq-dt-css')
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@js('/plugin/dataTables/dataTables.bootstrap4.js','dt-bootstrap4-js','jq-dt-js')
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<script type="text/javascript">
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$(document).ready(function() {
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$('#{{ $widget_invoice_name ?? 'widget-invoice'}}').DataTable({
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responsive: true,
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order: [1, 'desc']
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});
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$('#{{ $widget_invoice_name ?? 'widget-invoice'}} tbody').on('click','tr', function () {
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$(this).toggleClass('selected');
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});
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});
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</script>
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@append
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@else
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No data to display
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@endif
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